No buy transactions available for this period
No sell transactions available for this period
Core Wealth Advisors, LLC originally filed its 13F report for Q4 2025 on February 10, 2026. The filing was subsequently amended, with the latest update submitted on February 10, 2026. The portfolio totaled 164.16 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 72.5% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.
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Yes. Core Wealth Advisors originally filed on 02/10/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 02/10/2026.
In the Q4 2025 filing, Core Wealth Advisors reported a managed portfolio value of 126.95 M, consisting of 32 individual positions.
Multiple filings indicate that Core Wealth Advisors updated their Q4 2025 report. The initial filing was submitted on 02/10/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Core Wealth Advisors bought or sold during Q4 2025, please visit Core Wealth Advisors's Portfolio Analysis page.